Job Summary
The Financial Solutions Guide 2 is responsible for providing tailored financial solutions and outstanding service to members, while fostering trusted relationships. This position requires the execution of precise transactions, the management of loan applications, and the proactive identification of opportunities that enhance the financial health of members.
Responsibilities
- Execute transactions with accuracy and efficiency.
- Manage and process loan applications effectively.
- Identify and present opportunities that promote members’ financial well-being.
- Build and maintain trusted relationships with members.
- Offer personalized financial solutions tailored to individual member needs.
Qualifications
- A minimum of two years of experience in retail banking, customer service, or financial services.
- Demonstrated strong communication skills.
- Ability to thrive in a collaborative and dynamic work environment.
Peak Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
